Workflow
Critical Minerals
icon
Search documents
Adelayde Exploration to Commence Operations on the George Lake South Antimony Project in New Brunswick
TMX Newsfile· 2026-04-01 07:01
Vancouver, British Columbia--(Newsfile Corp. - April 1, 2026) - Adelayde Exploration Inc. (CSE: ADDY) (OTCID: SPMTF) (WKN: A41AGV) (the "Company" or "Adelayde") is pleased to announce that the Company has engaged New-Sense Geophysics Ltd. to assist on the planned work program on Adelayde's 100-percent owned 'George Lake South Antimony Project.' Work is expected to commence shortly. James Nelson, President of Adelayde stated, "We look forward to commencing work on our antimony project, located in the direct ...
Makenita Joins Canadian Association of Defence and Security Industries (CADSI)
TMX Newsfile· 2026-04-01 07:01
Vancouver, British Columbia--(Newsfile Corp. - April 1, 2026) - Makenita Resources Inc. (CSE: KENY) (WKN: A40X6P) (OTCID: KENYF) (the "Company" or "Makenita") is pleased to announce that it has joined the Canadian Association of Defence and Security Industries (CADSI) in support of advancing the Company's critical and strategic mineral portfolio.CADSI is the national voice of Canada's defence, security, and cyber sectors and plays a key role in fostering collaboration between industry, government, and mili ...
SAGA Metals Reports Assays from R-0021 to R-0023 with Intercepts Including 53.18% Fe₂O₃, 7.08% TiO₂, 0.414% V₂O₅ from 2026 Drilling at Trapper South, Radar Critical Minerals Project in Labrador
Globenewswire· 2026-03-31 11:30
Core Insights - SAGA Metals Corp. has reported additional assay results from drill holes R-0021, R-0022, and R-0023, indicating consistent and high-quality mineralization at the Trapper Zone of the Radar Titanium-Vanadium-Iron Project in Labrador, Canada [1][3][8] Drilling Results - Drill hole R-0021 reported an intercept of 31.38 m at 53.18% Fe₂O₃, 7.08% TiO₂, and 0.414% V₂O₅ - Drill hole R-0022 showed 30.60 m at 49.40% Fe₂O₃, 6.61% TiO₂, and 0.373% V₂O₅ - Drill hole R-0023 had an intercept of 86 m at 45.50% Fe₂O₃, 5.50% TiO₂, and 0.367% V₂O₅ [4][8] Overall Progress - A total of 8 diamond drill holes have been reported in 2026, with significant oxide intercepts exceeding 70–90 meters and head grades frequently above 45–53% Fe₂O₃, 6–7% TiO₂, and 0.37-0.41% V₂O₅ [4][8] - The total meters drilled in the Trapper Zone for 2026 reached 8,144 m, with ongoing drilling at hole R-0046 [7][15] Geological Context - The Radar Property spans 24,175 hectares and hosts the Dykes River intrusive complex, with geological mapping confirming oxide layering across more than 20 km of strike length [19][30] - The mineralization at Radar is comparable to global Fe–Ti–V systems, positioning the project as a potential strategic supplier of titanium, vanadium, and iron to North American markets [20][22] Future Plans - The company aims to advance beneficiation studies on the oxide mineralization and deliver a maiden Mineral Resource Estimate in 2026, which will support future economic assessments [5][8]
Adamera Stakes Tungsten Ridge, Washington State, U.S.A., adding to its Critical Minerals Portfolio
Thenewswire· 2026-03-31 11:30
 Vancouver, British Columbia – March 31, 2026 – TheNewswire - Adamera Minerals Corp. (TSX-V: ADZ; OTC: DDNFF) (“Adamera” or the “Company”) announces the staking of the Tungsten Ridge property in eastern Washington State. The claims cover approximately 1,360 acres in an area accessible by a system of recent logging roads.  The area is considered prospective for tungsten-copper-silver-molybdenum. This acquisition builds on the Company's Talisman tungsten landholdings to form the basis of a critical mineral p ...
Maxus Mining ramps up BC antimony exploration with 37,000-acre land package
Yahoo Finance· 2026-03-30 18:37
Maxus Mining CEO Scott Walters joined Steve Darling from Proactive to discuss the company’s rapid growth and strategic focus on critical minerals exploration in British Columbia, with a particular emphasis on antimony. Formed in late 2024 with a clear mandate to target critical minerals, Maxus Mining has quickly assembled a substantial land package of approximately 37,000 acres. A significant portion of this portfolio is dedicated to antimony, now the company’s primary exploration focus. Walters emphasize ...
Greatland defines globally significant 70Mt tungsten resource at O’Callaghans
Yahoo Finance· 2026-03-30 09:15
Greatland defines globally significant 70Mt tungsten resource at O’Callaghans Proactive uses images sourced from Shutterstock Greatland Resources Ltd (AIM:GGP, OTC:GRLGF, FRA:G8G, ASX:GGP) has outlined a substantial new critical minerals asset within its Paterson Province portfolio, delivering a maiden mineral resource estimate for the O’Callaghans tungsten-copper-zinc-lead deposit in Western Australia. The resource totals 70 million tonnes (Mt) at 0.35% tungsten trioxide (WO₃), alongside 0.30% copper, 0. ...
TMC the metal company (TMC) - 2025 Q4 - Earnings Call Transcript
2026-03-27 13:02
Financial Data and Key Metrics Changes - In Q4 2025, the company reported a net loss of $40.4 million or $0.08 per share, compared to a net loss of $16.1 million or $0.04 per share in Q4 2024 [27] - Exploration and evaluation expenses increased to $10.6 million from $8.3 million in the same period last year, while general and administrative expenses rose significantly to $34.1 million from $8.1 million [27][28] - Free cash outflow for Q4 2025 was $11.5 million, a decrease from $13.8 million in Q4 2024, while the full year free cash outflow was $43.1 million compared to $44 million in 2024 [29][30] Business Line Data and Key Metrics Changes - The company is focusing on the development of a nodule processing and refining hub in Brownsville, Texas, which is expected to enhance operational efficiency and reduce costs [8][10] - A commercial agreement with Allseas for the development and operation of the Hidden Gem offshore system is in progress, targeting a nominal capacity of 3 million tons per annum [10][11] Market Data and Key Metrics Changes - The U.S. has emerged as a leading jurisdiction for seabed mineral development, with a regulatory framework that offers clarity and a credible path to commercialization [17][18] - The company has expanded its expected commercial recovery area from 25,000 sq km to approximately 65,000 sq km under the new NOAA consolidated application process [18][19] Company Strategy and Development Direction - The company aims to establish a domestic nodule processing hub to reduce dependency on foreign critical minerals, particularly from China [8][12] - A new strategic partnership with Mariana Minerals is expected to enhance project execution and metallurgical processing capabilities [13][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the U.S. regulatory path and anticipates the grant of a commercial recovery permit within the next 12 months [20][21] - The company highlighted the importance of government support for the establishment of a U.S.-based processing plant, which includes financial and permitting assistance [63] Other Important Information - The Metals Royalty Company is set to begin trading on Nasdaq under the ticker TMCR, which could provide future capital options for the company [15][16] - The company reported a year-end 2025 cash balance of $117.6 million, with no imminent need to raise funds in public markets [25][26] Q&A Session Summary Question: Impact of the Brownsville hub on shipping expenses - Management indicated that processing nodules in Brownsville could be cheaper than in China or Indonesia due to lower energy costs, although specific numbers were not provided [40][41] Question: Key permits and timelines for infrastructure - The key permit is the commercial recovery permit from NOAA, which is essential for moving forward with plans for the processing facility [44][45] Question: Timing for feasibility study completion - The feasibility study is expected to be ready by the end of October, with Mariana Minerals playing a significant role in the process [48][49] Question: Plans for additional collector capacity for Hidden Gem - The company plans to commission the Hidden Gem with a two-collector model, targeting early 2028 for production [53][55] Question: Government support needed for processing plant - Management clarified that support includes financial, permitting, and collaboration with federal, state, and local agencies [63]
TMC the metal company (TMC) - 2025 Q4 - Earnings Call Transcript
2026-03-27 13:00
Financial Data and Key Metrics Changes - In Q4 2025, the company reported a net loss of $40.4 million or $0.08 per share, compared to a net loss of $16.1 million or $0.04 per share in Q4 2024 [27] - Exploration and evaluation expenses increased to $10.6 million from $8.3 million in the same period last year, while general and administrative expenses rose significantly to $34.1 million from $8.1 million [27][28] - Free cash outflow for Q4 2025 was $11.5 million, a decrease from $13.8 million in Q4 2024, while the full year free cash outflow was $43.1 million compared to $44 million in 2024 [29][30] Business Line Data and Key Metrics Changes - The company is focusing on the development of a nodule processing and refining hub in Brownsville, Texas, which is expected to enhance operational efficiency and reduce costs [39][41] - A commercial agreement with Allseas for the development and operation of the Hidden Gem offshore system is in progress, targeting a nominal capacity of 3 million wet tonnes per annum [10][11] Market Data and Key Metrics Changes - The company has expanded its expected commercial recovery area from 25,000 sq km to approximately 65,000 sq km under the new NOAA consolidated application process, which is designed to streamline permitting timelines [18][19] - The U.S. has emerged as a leading jurisdiction for seabed mineral development, with the company being the only seabed mineral developer with SEC-compliant mineral reserves [18] Company Strategy and Development Direction - The company aims to dominate onshore processing and refining of polymetallic nodules to counter China's control over critical minerals production [7][8] - A strategic partnership with Mariana Minerals is expected to enhance project execution and feasibility studies for the processing plant [12][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the U.S. regulatory framework and its ability to support responsible development, anticipating the grant of a commercial recovery permit within the next 12 months [20][21] - The company sees significant exploration upside in newly acquired areas and believes that current metal prices will enhance project economics [23][24] Other Important Information - The Metals Royalty Company is set to begin trading on Nasdaq under the ticker TMCR, which could provide future capital options for the company [14][15] - The company has joined the Defense Industrial Base Consortium, reflecting its growth and alignment with U.S. defense priorities [17] Q&A Session Summary Question: Impact of the Brownsville hub on shipping expenses - Management indicated that processing nodules in Brownsville could be cheaper than in China or Indonesia due to lower energy costs, although specific numbers were not provided [39] Question: Key permits and timelines for infrastructure - The commercial recovery permit from NOAA is crucial for moving forward with plans for the processing facility, and positive discussions with Texas agencies are ongoing [41][43] Question: Timing for feasibility study completion - The feasibility study involving Mariana is expected to be completed by the end of October, with results to be shared publicly [47] Question: Plans for additional collector capacity - The company plans to start with one collector in production, with a second collector expected to follow, targeting early 2028 for full operational capacity [51][53] Question: Government support for the processing plant - Management clarified that support needed includes financial, permitting, and other forms of assistance from federal, state, and local levels [62]
Avalon Advanced Materials: Lithium & Rare Earths
Yahoo Finance· 2026-03-26 19:07
Avalon Advanced Materials CEO Scott Monteith joined Angela Harmantas at the Prospectors & Developers Association of Canada or PDAC conference in Toronto to share news about the company’s expanding lithium and rare earth portfolio and its strategy to scale critical mineral assets across Canada. Monteith, who joined the company two and a half years ago to help scale its resource base, outlined Avalon Advanced Materials Inc’s three core platforms. The company holds lithium resources near Kenora, Ontario, and ...
Ecora Resources H2 Earnings Call Highlights
Yahoo Finance· 2026-03-26 15:08
Core Insights - Ecora Resources has reached an "inflection point" in its transition towards critical minerals, with base metals and energy-transition exposures becoming the largest contributors to its portfolio for the first time in history [3][6] Financial Performance - The company's critical minerals portfolio contribution has increased approximately 650% since 2020, with base metals exposure growing 150% year-on-year [2][6] - Free cash flow improved as the contribution from Kestrel coal royalty declined, leading to a proposed total dividend of 2 pence per share for 2025 [4][8] - Adjusted earnings were lower due to higher financing costs from the Mimbula transaction and currency effects [7] Asset-Level Performance - Voisey's Bay and Mimbula showed strong ramp-ups, with cobalt deliveries from Voisey's Bay more than doubling and Mimbula contributing $4 million in 2025 [10][14] - Mantos Blancos generated a record contribution of $9.5 million in 2025, with expectations of a temporary decrease in production in 2026 due to lower copper head grades [14] - The Kestrel coal operation is expected to see a significant decline in volumes, with projections of 300,000–500,000 tonnes per year during 2027–2030 [12] Growth Pipeline - The company anticipates a new wave of organic growth from 2025 to 2030, with potential milestones across various assets including Voisey's Bay, Mimbula, and the possible restart of the Nifty mine [6][17] - Management highlighted ongoing revenue from the EVBC royalty, which has generated revenue for over 15 years, indicating strong long-term potential [11] Debt and Leverage - Net debt declined from just under $125 million post-Mimbula acquisition to around $85 million at year-end, with expectations of further reductions to approximately $53 million by the end of 2026 [13][16]